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The Mosaic Company

829 hedge funds and large institutions have $20.5B invested in The Mosaic Company in 2022 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 230 increasing their positions, 297 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 235 | Existing positions closed: 75

70% more capital invested

Capital invested by funds: $12.1B → $20.5B (+$8.42B)

22% more funds holding

Funds holding: 679829 (+150)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

2.5% more ownership

Funds ownership: 81.46%83.96% (+2.5%)

16% less call options, than puts

Call options by funds: $959M | Put options by funds: $1.14B

23% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 297

Holders
829
Holders Change
+150
Holders Change %
+22.09%
% of All Funds
13.08%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
235
Increased
230
Reduced
297
Closed
75
Calls
$959M
Puts
$1.14B
Net Calls
-$182M
Net Calls Change
-$774M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.76B -$6.64M -132,768 -0.3%
BlackRock
2
BlackRock
New York
$1.96B +$41.9M +836,807 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.92B +$283M +5,662,021 +24%
State Street
4
State Street
Massachusetts
$1.16B -$18.8M -375,603 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$499M +$19.9M +398,873 +6%
Capital International Investors
6
Capital International Investors
California
$413M +$310M +6,205,455 New
Northern Trust
7
Northern Trust
Illinois
$375M -$18.1M -361,207 -6%
Invesco
8
Invesco
Georgia
$362M -$22.6M -452,054 -8%
SCP
9
Soroban Capital Partners
New York
$328M +$27.1M +542,275 +12%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$296M +$201M +4,011,530 +911%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$296M -$93M -1,860,078 -29%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$295M +$1.67M +33,480 +0.8%
Bank of America
13
Bank of America
North Carolina
$242M +$26.5M +529,045 +17%
Deutsche Bank
14
Deutsche Bank
Germany
$235M -$24.6M -492,220 -12%
Morgan Stanley
15
Morgan Stanley
New York
$228M +$15.1M +301,614 +10%
LSV Asset Management
16
LSV Asset Management
Illinois
$225M +$898K +17,965 +0.5%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$221M -$26.2M -524,570 -14%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$217M +$7.38M +147,524 +5%
PIM
19
Platinum Investment Management
Australia
$217M -$28.4M -566,944 -15%
Norges Bank
20
Norges Bank
Norway
$199M -$51.9M -1,037,637 -26%
Charles Schwab
21
Charles Schwab
California
$190M +$3.41M +68,120 +2%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$164M -$27.9M -557,900 -18%
IAM
23
Ion Asset Management
Israel
$150M +$62.8M +1,254,862 +111%
Zurich Cantonal Bank
24
Zurich Cantonal Bank
Switzerland
$136M -$22.7M -453,175 -18%
N
25
Nuveen
North Carolina
$134M +$8.27M +165,361 +9%